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Axis Wealth Partners, LLC: VONG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Axis Wealth Partners, LLC on VONG, newest first. How the timeline and the estimate are built.

Axis Wealth Partners, LLC held 18,516 VONG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,516 shares
    Change vs previous 13F +52 shares

    1.14% of the 13F portfolio, value $2,366,571.

    13F-HR 0002063364-26-000218 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,464 shares
    Change vs previous 13F +834 shares

    1.08% of the 13F portfolio, value $2,025,309.

    13F-HR 0002063364-26-000120 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,630 shares
    Change vs previous 13F +3,564 shares

    1.19% of the 13F portfolio, value $2,146,396.

    13F-HR 0002063364-26-000048 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,066 shares
    Change vs previous 13F +2,756 shares

    0.99% of the 13F portfolio, value $1,694,994.

    13F-HR 0002063364-25-000262 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,310 shares
    Change vs previous 13F +2,699 shares

    0.81% of the 13F portfolio, value $1,235,066.

    13F-HR 0002063364-25-000125 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,611 shares
    Change vs previous 13F +990 shares

    0.59% of the 13F portfolio, value $799,000.

    13F-HR 0002063364-25-000049 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,621 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $787,290.

    13F-HR 0002052531-25-000002 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).